Investment Q&A

Q: ZEM is my only emerging markets holding. It has done well recently. Nevertheless, I understand that the rise in commodity prices is what is pushing emerging markets higher. The top ten holdings in ZEM are large , well known corporations like Samsung. Only 7% of the holdings are in basic materials. Are there any emerging market ETFs that would help me to participate more in the commodity price reflation?

Q: Hi 5i, I can see all these institutions have a all-in-one ETFs, for an RRSP account, is it the way to go for someone who is looking for stability.
Place 45% BAL, 45% GRO, and 10% Stocks (LSPD, SHOP, GOOGL, AMZN, etc).
Thank you!

Q: I recently got a notice saying this ETF was changing it's name and underlying index. The index it will follow after March 24 is the "MSCI Global Environmental Select Index".

I was able to find data on the "MSCI Global Environmental Index" but not the".... Select Index" I was hoping maybe your sources have this information. I'd like to know what the holding are.

Cheers

Q: What do you think about these ETF’s and which 2 would be your favourites.thanks

Q: Hi there,

Do you think we are closed to the beginning of a sell off/correct, or the end? Also, do you see this as a good opportunity to start a position in ARKK (~$135)?

Thanks!

Q: Hi team,
Being overweight in the tech sector, which ETFs of my present portfolio (above) would you suggest to drop either because they are too similar or not representing strong growth ?
Which of these ETF you would consider « Buy and forget » type ?
In addition, I hold the following tech stocks: TOI-T, CRWD-Q, NVDA-Q, TTD-Q, LSPD-T, ENPH-Q, QCOM-Q, SHOP-T, APPS-Q, SEDG-Q. As I need to raise cash, is it better to sell ETFs or individual stocks and which ones ?
Please use credits as you see fit.
Grateful for your attention,

Jacques IDS

Q: Hi gentlemen,

is there a way to buy the snp 500 on the tsx? Also, what is your favorite index/etf for exposure to foreign stocks?

Thanks

Q: What is your opinion of these 2 socially responsible funds from Wealth Simple ? Would appreciate if you could comment on the mix of holdings, performance, and fees and if you would recommend. If not, what would you choe as an alternative. Thank you.

Q: Aem,Fnv currently represent about 3% of my portfolio.wish to increase gradually to 5% for a 5 to 10 year hold
What % would of the 5 would you suggest for Btcc?

Q: RTA Inception - May 24, 2017 . Active management of 600 M in assets. I am confused on Management Fee of .75% and Managed Expense Ratio of .89%. Is total MER 1.64% ? This investment would be in a managed RRIF account with low risk There would be the advisor’s fee as well. I wanted to clarify the fees and are the returns listed net of fund fees? What do you think of this fund? It is rather new. I understand it is a low/median risk investment. Peter, you and your team are wonderful, your advice clear and easy to understand. I daily read your answers to questions submitted and of course follow your portfolios and reports. Thank you

Q: Would appreciate your current analysis of this ETF, performance, risk, mer etc. any pros or cons in considering this fund as a long term investment. Thanks, Brian

Q: Is there an ETF that covers all the LTC players in Canada? Or Canada/US combo?
Can you comment on the current sector fundamentals?
If no ETF, which three would you buy to create ones own little ETF in the space, and why?

Many thanks.

Q: My two main holdings are QQQ and VIG in the US and ZQQ and VFV and ZQQ in Canada. I'm looking for two medium risk etfs that will balance these with CD, OIL, Financials, health, and industrials . I'd like reasonable growth expected in the next few years but with a manageable lower risk beta?
1) Can you suggest 2 CDN ETFS
2) Can you suggest 2 US ETFS
3) Can you suggest 2-3 emerging markets ETFS

PS can you also explain why TDOC seems to have a beta of .15??? Considering its growth, that seems impossible?

Q: What is your opinion on this TTAC and the quant. model used by this etf. Has it out performed other similar etf's. Thanks for your analysis.

Q: Do you think this ETF would be a good investment for the recovery of travel. Are the fees reasonable? Is there another ETF you would recommend?

Thank you for your service.

Q: Hello,

This is a follow -up to my previous question on VLB.
Would you sell VLB and buy PMIF?

Q: How do you think this ETF would perform in a rising interest rate environment

Q: I have these four ETFs currently and I have new money to add. Should I top up one (or all) of these, or is there one you feel would be a good complement. The four ETFs probably indicate my risk profile, but generally I am pretty conservative (a couch potato). Thank you.

Q: I do not have any exposure to the medical devices area. Would you prefer ABT or SYK or is and ETF like IHI a better idea Thanks

Q: Starting last august I was convinced by my financial advisor to put 50% of my non registered portfolio into bonds so that I would have money available to invest into equities if there was a down turn. (the dry powder part) The funds used for this allocation were:
HAB 46% allocation of bonds at present time.
FID5732 Multi sector bond fund. 30%
HAF. 12%
XBB. 12%
Of these the XBB has fallen quite a bit
The FID5732 is falling now.
No income is needed from this portfolio for five years.

My question is this a good strategy for the dry powder of the portfolio?
Is there a better suggestion for the bond mix? or is cash better?

Your help is greatly appreciated.
By the way during this time period no mention of using any of these funds to reallocate to equities has been made.


Please note that this part of the portfolio has now fallen to be 30% of the portfolio total.
Victoria